Administrative Assistant – Financial Office – Kirkland, WA

Administrative Assistant About SPG Advisors We are a family-owned financial services firm specializing in retirement planning, located in the Totem Lake area of Kirkland.

We strive toward excellence and challenge ourselves to think differently, in order to create the optimal environment for our clients to succeed.

We’re a thorough, organized and adaptable group of critical thinkers, and we are always learning and collaborating with one another, because every day presents an interesting new challenge and we believe everyone has something important to contribute.

Our clients are unique and diverse, yet all share the common goal of wanting to work with a fiduciary team and make the most of their retirement years.

About the Role The Administrative Assistant position requires positivity and energy, attention to detail, problem solving and critical thinking skills, and a strong devotion to focus, ironically coupled with an ability to switch gears quickly throughout the day if necessary.

The Administrative Assistant must provide world-class client service when communicating with clients, and must bring a creative, solutions-oriented mindset to all daily duties, tasks and projects.

Core hours are 9:00am-5:30pm, though Tuesdays and Thursdays often require an evening shift to assist with hosting educational workshops presented by SPG; these hours will be offset on other days of the week at the discretion of the employee and manager.

You will… * Perform general administrative and support functions for the office, including filing documents electronically, preparing paperwork, copying materials, faxing and shipping, and general office organization* Provide preparatory administrative support for client events and educational workshops* Co-Host client events and workshops, facilitate attendee check-in, coordinate materials delivery* Maintain and update client CRM data and records, both routinely and by project assignment* Provide supportive assistance to managers in a variety of contexts* Provide supportive assistance to the Lead Receptionist by:* Answering and routing incoming calls to the appropriate person or department.* Coordinating client file preparation, organization and dissemination for client facing employees.* Communicate via email to confirm, schedule, reschedule and cancel client appointments.* Ensure employee kitchen and office supplies are well-stocked and organized.

* Demonstrate an attitude of ownership and excellence when executing projects and role-based duties You Are…

* Professional: Punctual, and able to dress and behave in a manner congruent with the financial industry.* A Bright Personality: Emotionally intelligent, persuasive, friendly, a good first impression of our company* A Skilled Communicator: a strong writer (English) and comfortable speaking on the phone* Technical: Capable of proficiently using Microsoft Office, SalesForce, Slack, G-Suite, Phone Systems and Copy/Fax Machines* A Problem Solver: A critical thinker who loves figuring out solutions when they aren’t immediately obvious.* Organized: You love when things are handled thoroughly, carefully, and efficiently.* Confidential: Discreet and protective of client and employee personal information.* Diligent: You exemplify hard work and excellence.

You do great work and continuously strive to improve.* An Awesome Human Being: You’re positive and upbeat, kind and friendly with a humble attitude.

Benefits * Paid Vacation; Sick Leave (Accrued), Medical, Dental and Vision Coverage, Life Insurance; 401K w/ Generous Match; Complimentary Food and Snacks; Amazing Coworkers.

Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant in Kirkland, WA.

Advisor Employee Services, a consulting firm located in Overland, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.

Please take a moment to explore our website and the services provided.

We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.

If you feel that you have the skills it takes for the position responsibilities listed, please apply today!